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Understanding Inflation-Protected Investments: Shielding Your Portfolio from Rising Prices

Understanding Inflation-Protected Investments: Shielding Your Portfolio from Rising Prices

by David C. Branch | Sep 24, 2025 | blog, David C. Branch, Education

Inflation is an inevitable part of any economy, gradually eroding the purchasing power of your money over time. While modest inflation is normal, prolonged periods of rising prices can significantly impact savings and investment returns. To safeguard your wealth, it...
Financial Planning for Dual-Income Households: Strategies for Saving and Investing Together

Financial Planning for Dual-Income Households: Strategies for Saving and Investing Together

by David C. Branch | Sep 24, 2025 | blog, David C. Branch, Finance

Dual-income households often enjoy greater financial flexibility than single-income households, but managing money together can present unique challenges. Combining incomes, coordinating spending habits, and aligning financial goals require communication, planning,...
The Rise of ESG Investing: Aligning Your Portfolio with Your Values

The Rise of ESG Investing: Aligning Your Portfolio with Your Values

by David C. Branch | Sep 24, 2025 | blog, David C. Branch, Finance

Investing is no longer solely about financial returns. Increasingly, investors are seeking to align their portfolios with their personal values, focusing on environmental, social, and governance (ESG) criteria. ESG investing has grown rapidly in popularity as...
The Psychology of Money: How Your Mindset Influences Financial Decisions

The Psychology of Money: How Your Mindset Influences Financial Decisions

by David C. Branch | Sep 1, 2025 | blog, David C. Branch, Finance

Money is not just about numbers on a spreadsheet. While financial literacy and investment strategies matter, the way we think and feel about money plays an equally important role in shaping financial outcomes. Our mindset, past experiences, and emotional triggers...
Roth vs. Traditional Retirement Accounts: Choosing the Right Path for Your Future

Roth vs. Traditional Retirement Accounts: Choosing the Right Path for Your Future

by David C. Branch | Sep 1, 2025 | blog, David C. Branch, Finance

Planning for retirement involves more than just deciding how much to save. One of the most important choices you will face is whether to contribute to a Roth or a Traditional retirement account. Both options can help you build a strong financial future, but the...
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Recent Posts

  • Understanding Inflation-Protected Investments: Shielding Your Portfolio from Rising Prices
  • Financial Planning for Dual-Income Households: Strategies for Saving and Investing Together
  • The Rise of ESG Investing: Aligning Your Portfolio with Your Values
  • The Psychology of Money: How Your Mindset Influences Financial Decisions
  • Roth vs. Traditional Retirement Accounts: Choosing the Right Path for Your Future

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